Brady Barnes

Brady works closely with business owners, entrepreneurs, families, endowments, and foundations to meet their complex needs of protecting, growing, and transferring wealth to future generations. He advises on investment management, trust, private banking, strategic planning, and philanthropic strategies within the construct of Summit Trail’s networked family office. He also assists clients with the unique, unapparelled access to alternative investment opportunities the firm offers. Prior to joining Summit Trail Advisors, Brady was a Sr. Wealth Advisor leading a team managing over $600M in AUM. He has a decade and a half of commercial banking experience assisting business owners and CRE investors/developers grow their enterprises.